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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-26 |
| SC | RA | APPROVED | 2025-02-26 |
Branch Locations
11016 Rushmore Dr. Suite 175, Charlotte, NC 28112 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Monroe, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ft. Washington Brokerage Services, Inc. | Cincinnati | OH | 09/2000 | Present |
1. Amerilife & Health-Insurance Sales and Services- 11016 Rushmore Dr. Suite 175 Charlotte NC 28277 (Work as an Insurance Agent selling and servicing all forms of Insurance). Employment dates 11-15-2009 to present/ Approx. 80 total hrs. A month worked in this position- approx. 60 hrs. Of that total are during trading hrs. Business is not investment related 2.NCAA Football-Work from my home address as a College Football on-field Referee.(Officiating College Football Games From Late August til December-generally scheduled on Weekends).Started with present conference August 2018. During those months of the football season (Late August thru November) no more than approx. 25 hrs. A month during trading hrs. On-field title is Referee. The business is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-03 |
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